We are live on ! Find out more
MS icon

Morgan Stanley

2,518 hedge funds and large institutions have $240B invested in Morgan Stanley in 2025 Q4 according to their latest regulatory filings, with 391 funds opening new positions, 967 increasing their positions, 831 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

12% more funds holding

Funds holding: 2,2572,518 (+261)

1.51% more ownership

Funds ownership: 83.52%85.02% (+1.5%)

29% less call options, than puts

Call options by funds: $2.95B | Put options by funds: $4.18B

Holders
2,518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.95B
Puts
$4.18B
Net Calls
Net Calls Change

Top Buyers

1 +$561M
2 +$557M
3 +$295M
4
Citadel Advisors
Citadel Advisors
Florida
+$279M
5
BlackRock
BlackRock
New York
+$264M

Top Sellers

1 -$1.13B
2 -$842M
3 -$637M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$480M
5
Invesco
Invesco
Georgia
-$315M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
451
Summit Securities Group
New York
$14M
LI
452
LMCG Investments
Massachusetts
$14M
AWM
453
Axxcess Wealth Management
California
$14M
AAM
454
Advisors Asset Management
Colorado
$13.9M
DCM
455
Dupont Capital Management
Delaware
$13.8M
OC
456
Oppenheimer & Co
New York
$13.7M
LSA
457
Leonteq Securities AG
Switzerland
$13.6M
CIA
458
Concurrent Investment Advisors
Florida
$13.6M
OLA
459
Oliver Luxxe Assets
New Jersey
$13.5M
WB
460
WesBanco Bank
West Virginia
$13.4M
SPG
461
Strategic Planning Group
Utah
$13.4M
FCM
462
FJ Capital Management
Virginia
$13.3M
CCS
463
Concentric Capital Strategies
Connecticut
$13.2M
TCBWMS
464
Texas Capital Bank Wealth Management Services
Texas
$13.2M
MIF
465
Mediolanum International Funds
Ireland
$13.1M
NB
466
Norinchukin Bank
Japan
$13.1M
GWM
467
Geneos Wealth Management
Colorado
$13.1M
WHGAM
468
Wealth High Governance Asset Management
$13M
VA
469
Vident Advisory
Georgia
$12.9M
KRS
470
Kentucky Retirement Systems
Kentucky
$12.8M
OAC
471
OMERS Administration Corp
Ontario, Canada
$12.8M
AI
472
Atria Investments
North Carolina
$12.7M
CFG
473
Citizens Financial Group
Rhode Island
$12.7M
IIM
474
INTECH Investment Management
Florida
$12.7M
WIA
475
Westbourne Investment Advisors
Maryland
$12.7M